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True Wealth Design, LLC

SEC CIK
0001966033
Latest filing
Jul 16, 2026

AVD holding history

American Vanguard Corp in every 13F filed by True Wealth Design, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AVD overviewAll 13F holders of AVDFull Q2 2026 holdings

Shares (Q2 2026)
216
Value
$605
% of portfolio
<0.1%
Quarters held
6
Since Q4 2024
Holdings of AVD by True Wealth Design, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026216$605<0.1%+152+237.5%AddedHolders
Q1 202664$160<0.1%+64NewHolders
Q4 20250$00.0%−13−100.0%Sold outHolders
Q3 202513$75<0.1%−52−80.0%ReducedHolders
Q2 202565$255<0.1%−376−85.3%ReducedHolders
Q1 2025441$1.94K<0.1%−43−8.9%ReducedHolders
Q4 2024484$2.24K<0.1%+484NewHolders